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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,936 | $138,076-66.7% | $123,553-62.8% | $135,380-66.1% |
| Participation rate | 85.7% | 84.7%+1.0pp | 82.3%+3.4pp | 82.6%+3.1pp |
| Annual return | -7.56% | 153.70%-161.3pp | 119.21%-126.8pp | 519.81%-527.4pp |
| Employer contribution / active EE | $8,564 | $5,152+66.2% | $4,628+85.0% | $4,779+79.2% |
| Participant deferral / active EE | $9,147 | $6,800+34.5% | $6,426+42.3% | $5,609+63.1% |
| Admin fee / account holder | $3,867 | $10,917-64.6% | $9,284-58.3% | $10,828-64.3% |